Calendar

• July
  • 04
    • Principal Trust Company and Market closed in observance of Independence Day.
  • 31
    • IRS deadline for plan sponsors of qualified plans to file Form 5500 for calendar year plans. Principal Trust Company will prepare Form 5500 for Individual 401(k) plan sponsors who have completed Compensation Administration Packages and will provide as an optional service to plan sponsors of money purchase plans and profit sharing plans. The individual plan sponsor, however, must file the Form with the IRS.
    • IRS deadline for filing Form 5558. For calendar year plan sponsors who need additional time to prepare their Form 5500, this filing will provide an extension to October 15, 2008.